For wealth managers, effective client engagement is the key to winning, retaining and growing relationships. An intelligent CRM system should empower you to engage with clients more effectively in their financial planning and decisions so that they recognize and appreciate the value your firm brings to their lives.
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On May 16, in an effort to help participants save on the cost of prescriptions, achieve price transparency at the point of care, and improve overall cost-effectiveness, the Centers for Medicare and Medicaid Services (CMS) announced that all Part D plan sponsors are required to implement at least one electronic Real Time Benefit Tool (RTBT) of their choosing by January 1, 2021.
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The private equity industry has gone through a period of extraordinary growth over the last few years. 2017 set a new fundraising record and 2018 was another banner year for the asset class. However, growth seems to be slowing and the industry is facing a number of challenges - chief among them the high levels of EBITDA multiples of private companies.
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SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.
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How do you juggle the competing goals of paying off student loans while saving for retirement? Or reducing debt while buying a home? Our whitepaper, Why the retirement industry needs to step up its game, discusses how engagement and education are key to reducing financial stress.
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The UK Department of Work and Pensions (DWP) released the long-awaited “Guidance on the use of the Guaranteed Minimum Pensions (GMP) conversion legislation” on April 18, 2019. Historically, GMPs could create an inequality in the total benefits a man or a woman received under similar circumstances. Over the past few decades, the UK government has determined that pension schemes must equalize pensions to resolve those inequalities, though there is not a specific method that is required to reach that equalization.
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Asset managers have made a concerted effort to modernize. Through investments in data, business intelligence, and sales enablement applications, change is happening. However, at our Distribution Strategy Roundtable, it became clear that distribution organizations are struggling with what to change and how to implement new processes. Here are a few areas where we saw firms being challenged, and some recommendations that were offered at the roundtable to overcome those challenges.
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We’re pleased to announce that SS&C has made the shortlist for the Waters Rankings Awards 2019. These awards celebrate and recognize financial services providers, technology vendors, service providers and regulators that have demonstrated operational excellence over the past year.
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